Portfolio Management Services (PMS)Compare Schemes
Carnelian Capital - Shift Strategy vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Carnelian Capital - Shift Strategy
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.38%
0.18%
6 Months
19.54%
10.94%
1 Year
15.57%
1.03%
3 Years
20.08%
11.45%
5 Years
21.78%
15.19%
Since Inception
32.33%
27.03%
Fund Age
5 yrs 10 mo
5 yrs 11 mo
AUM
₹5,864.1 Cr
₹298.71 Cr
Alpha – 1 Year
10.85%
−3.69%
Alpha – 3 Years
8.00%
−0.64%
Information Ratio – 3 Years
1.40
-0.04
Volatility – 1 Year
22.27%
27.68%
Volatility – 3 Years
21.12%
23.40%
Beta – 1 Year
1.15
1.45
Beta – 3 Years
1.14
1.22
Sharpe Ratio – 1 Year
0.52
-0.03
Sharpe Ratio – 3 Years
0.73
0.35
Worst Rolling Year
20.10%
—
Value at Worst Rolling Year
₹1.20 Cr
—
Deepest Drawdown
−21.05%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
30.25%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 28% · S 52%
L 2% · M 2% · S 86%
Number of Stocks
38
36
Portfolio P/E
29.00
23.57
Top 5 Holdings
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%